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Most of the Booking Information fields are optional. The They can be edited here at any time.

These fields are useful for keeping track of booking information used in guest marketing and tracking as well as in Reports. Plan out the information you will use and enter it in the SETUP Area. The more detailed this information is, the easier the data will be to track and report.

To see how you can search Booking Information and create reports see Search Bookings.

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  • Source:  Sources can be used for tracking revenue and bookings for marketing email. It typically indicates the source of the booking and where it was generated. All GDS bookings will be Add/Edit Sources
  • Guest Type: often used for marketing purposes, however guest types can be used to offer discounts (i.e Seniors or Repeat Guests) Setting up Guest Types
  • PO Number: Optional
  • Travel Agent: Travel Agents are referenced by their IATA number or by name. Many Travel Agencies have the same name, but the IATA # is always unique so we recommend using the IATA number. To edit the Travel Agent information or the company information, click on the underlined word, "Travel Agent" or "Company" after the company or travel agent has been selected using EZ Search. Setup Travel Agents Be sure to enter the Travel Agent here if you want to track Agent commissions.
  • Company: Enter the Company name if needed. If you choose Direct Bill as a payment type, you will need to enter a company name. Add/Edit Company
  • Guest Comments: Anything entered here will remain with the Guest Record and appear each time the Guest Record is pulled up. This is not viewed by guests or seen in reports. See Guest Comments
  • Booking Comments: Anything entered here remains with the Booking only. It will not reappear if the Guest record is pulled up. The Booking Comments can be accessed through Daily Reports | Booking Comments. Online bookings with guest messages entered will appear here.
  • CRS Confirmation: CRS Confirmation field is reserved for any booking that is made through a CRS channel and will automatically be populated.
  • Tax Exempt: Checking this box will charge Room Rent WITHOUT Taxes calculated in the folio.
  • Projected Income: Projected Income shows the projected income of the booking at the time of creation including any taxes or service charges. Projected Income Calculator
  • Guaranteed By: Choose the payment type of the booking. This can include Credit Cards (Visa, Mastercard, Amex, Discover, etc), Direct Bill, non-credit card payment types (Cash, Traveler's Check etc) and write off or unknown. Set up Receipt Types. If you choose a credit card, then the Credit Card Details Section will automatically open. See Guaranteed by: Credit Card below. If you choose Direct Bill, then you must enter a Company Name. See Guaranteed by: Direct Bill below.
  • Time of Arrival and Departure: enter in time using 24 hour clock. 

Guaranteed by Direct Bill

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Guaranteed by Direct Bill
Guaranteed by Direct Bill

If you choose Direct Bill, you will need to enter a company name. The company name must first be created in SETUP|PARAMETERS|COMPANY. See Companies. To learn more about how the Direct Bill and AR accounts function. See Direct Bill and AR Accounts

Example, Guaranteed by: Direct Bill


Guaranteed by: Credit Card

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Guaranteed by: Credit Card
Guaranteed by: Credit Card

If you choose any credit card, the Credit Card Details will automatically appear below. Enter the Details: CC # and Exp. are required.

 


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